We're looking to integrate third-party CRMs with our desktop .NET in-house practice management software.  The CRMs are:

• Salesforce

• Microsoft Dynamics

The data to be integrated includes:

• Contact information (name, address, phone number)
• Billing information

At the moment, the data needs to be manually entered in both systems which is time consuming and error prone.  We're looking at two options at the moment:

1. Develop our own system using the APIs to integrate the data
2. Purchase an integrator to assist us in what can often be a messy job

We haven't made a decision around syncing, push, pull, source of truth etc so we're not limited in options at this stage.

So the question is:
Which option would you choose for a manual one way sync, which option for a robust two-way sync and why?

What integration software would you recommend and why?

I have looked all over and wondered if there was a page either on the Salesforce community or other that had the following questions answered above. I have the following problem. I have a TASK table created from another program where the data was exported cleanly to Excel and saved as CSV. I am trying desperately to import it into salesforce from the CSV attached. I am aware I can use the ACTIVITY table and I can use it I assume if this is not possible. I would think that the TASK table which is so close to what I need would accomodate this without having to create all new fields and having to go with the Table Name Change (from TASK to ACTIVITY Table)

I can see that there are DATA TYPES that designate the width of the field and others that do not. Is there a default width for a:
1. Picklist
2. Email
3. Lookup (User)       "What is the difference between number 3 & 4 ?"4. Lookup (User,Calendar)
5. Phone
6. Reference

If there is a default width. Where do I find it.

I am desperate to find out if I can do the following:
1. Identify default widths of all DATA TYPES?
2. Can the widths be changed?
3. Can all DATA TYPES be imported to or is it just some of them?

My biggest problem is getting the right search terms in place to search so maybe the answers are out there. I have not been successful finding them. I have spent days searching....no exaggerations here either. Your help is appreciated.

NOT a FIELD LABEL. Can an existing default field name be renamed or do I have to create a custom field only...?

I ask because I need to change the TASK Table in Salesforce but there is no way to add a new Custom Field in the TASK Table in the Object Manager. See image.


If there is a way to do this please tell me how? Thank you.

Here in another table you can see a NEW custom field button is available. My problem is it looks like I am going to need to change the types and or names of some of the fields in the TAST Table in order for it to work.

I have two WSDLs that I would like to generate into apex classes using the "Generate from WSDL" button in Salesforce, but I'm getting an initial error that the schema is incorrect.

Unsupported schema type: {http://www.w3.org/2001/XMLSchema}anyType

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I have limited knowledge of working with WSDL files and wanted to see if this is an error that can be fixed or if the WSDL cannot be converted to an apex class due to types that are simply not supported in the apex language.

If so, are there other alternatives to create the apex class/methods needed? Or, is it just a manual process?

I've attached the two WSDL files saved as flat files.

Thanks for any help.
SSOws.txt
OLRws.txt

Hi Guys,

We have configured the ADFS server with salesforce for SSO. All was working ok, since last week, when the SSL cert expired. I updated the SSL cert and it shows the right date on the service cert, Encryption cert and singing cert.

But the fedarationmetadata.xml URL is not opening. It shows the error as ERR_CONNECTION_RESET. Need to fix that asap.

Regards,

Ajoy

Dear Experts

I understand there are two approaches to handle the duplicate records when same prospect enters the CRM application
approach 1) append duplicate prospect data to a single record approach 2) create duplicate record and mark it status as "Repeated/Duplicated"

approach1) if we go for append duplicate prospect data to a single record would it be possible to have a marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads also would it be possible to understand prospect journey touch points through multi channel showing interest.
OR
approach2)same prospect entering through multiple channels setting duplicate records to “repeated” status would be the most straightforward to implement and link it with the original lead may provide the marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads and from which all campaigns and source.
if we go for approach two then the manual operation can be applied with the same treatment that is if the already existing prospect makes enquiry to the call centre then call centre user applies the same treatment that is copy/create the existing lead and mark the status as "Repeated" and attach it to the respective campaigns
Please suggest which approach in the above is  recommended and best practice , thanks in advance

Hello,

I was hoping to get some feedback on an Apex trigger I have written on the Salesforce platform. I have two custom objects (SalesOrder__c and Sales_Order_Line__c) that is a master/detail relationship.

On an edit of the line, I'm iterating over all the lines, running a check to see if the lines have been fully fulfilled and if so, then setting a fully fulfilled Boolean field on the master record to true. The check on the lines is looking at a custom formula field and the record type of the lines.

I'm interested in any feedback on the code I have written (see below) regarding best practices on bulkification, code logic, error handling, appropriate DML usage and governor limits.

For example, is it better to use standard DML operation or the database DML methods and use partial success? Should try/catch be used in triggers? I've read differing opinions on using error handling in triggers. Would a different loop be more efficient (do/while)? Should limit checks be added into the code? Any feedback on improvements and best practices would be welcome.

Please note, I'm using a trigger framework that uses a handler interface. The trigger calls the framework class, passing in the event to fire the trigger and the handler class to dispatch. The code below is the handler class that runs the logic on trigger after update event.

global class SalesOrderLineFullyFulfilled implements ITriggers.HandlerInterface {

	Sales_Order_Line__c[] newCollection = 

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…

I am looking for a free cloud-based call center software such as Fenero. There is nothing wrong with Fenero except that they don't provide any support at all getting started unless you sign up to pay significantly and monthly.

In their comparison at the bottom of this page, http://www.fenero.com/, they mention Five9 and InContact as being more costly solutions. SalesForce is very costly and is out of the question.

We will be making outbound calls and doing emails.

Free or pay-per-call or pay-per-support incident would be a better model getting started than would a monthly option.

Assistance in finding a better solution for this would be greatly appreciated.

Hi.

Does anyone have an example of a simple trigger?  I want to gather sum__c from Test_Object__c and stuff into my filed test__c on the opportunity.  This is not a master detail relationship but there is a lookup to the Opportunity.

Thank you very much!

Hi,
Easy one!

I have admin rights and setup a new user profile.
I want to remove the object "Projects" from the menu as shown here.  I do not want the profile to have access to "projects".
https://www.screencast.com/t/45XxgfWWKBVL

I was shown a very simple way to remove this but cant remember.
Presumably, I simply edit the "profile" but I can seem to find the precise place.

How to I remove this heading from the screen for my new profile?

Thanks folks,

Dear Experts

I would like to understand why still marketing and salesforce automation is enabled or integrated with whats app application. why business does not use this, please suggest.

We are currently using https://parserr.com to extract data from our excel files (lists of leads we receive from our website and other lead sources) into Salesforce.

It works really well, but we've hit the limits of their free plan (https://parserr.com/#pricing)

Can anyone suggest an alternative?

Hi all,

I'm putting together an externally-facing site Page in Salesforce using Apex and Visualforce, but I'm still learning. What I'm trying to do is create a page that our marketing reps can give people a URL to and have them enter contact info directly into our SF org (people they meet at trade shows, etc.).

I've put together this much so far (assume the <apex:page> code is there with the sidebar and headers turned off so we can use our own header and footer):  

CreateContact.vfp Visualforce page

                <!-- Begin Visualforce code -->
                <apex:sectionHeader subtitle="Create a Contact" />
                <apex:form style="margin-left: 210px; margin-top: 50px; margin-bottom: 100px; margin-right: 210px;">
                    <apex:pageMessages />
                    <apex:pageBlock title="New Contact Entry">
                        
                        <apex:pageBlockButtons >
                            <apex:commandButton action="{!save}" value="Save"/>
                        </apex:pageBlockButtons>

                        <apex:pageBlockSection showHeader="false" columns="2">
                            <apex:inputField value="{! Contact.FirstName }" />
                            <apex:inputField value="{! Contact.LastName }" />
                            <apex:inputField value="{! Contact.Email }" />
                            <apex:inputField value="{! Contact.Phone }" />
                        

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